+29.2%
ABNB vs U
-66.8%
+95.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.2% |
| 7D | +11.9% | +24.4% | -12.4% | +5.1% |
| 30D | +12.7% | +7.4% | +5.3% | +9.7% |
| 3M | +1.2% | +16.8% | -15.6% | -4.2% |
| 6M | +32.1% | +78.8% | -46.7% | +10.2% |
| YTD | +37.7% | +14.0% | +23.7% | +25.2% |
| 1Y | +55.5% | +16.7% | +38.8% | +39.5% |
| 3Y | +58.2% | +86.4% | -28.2% | +8.4% |
| 5Y | -2.8% | -71.5% | +68.7% | +17.1% |
| All | +29.2% | -66.8% | +95.9% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling